See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,264 | $124,281-20.1% | $109,143-9.1% | $167,490-40.7% |
| Participation rate | 63.6% | 79.4%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 19.00% | 26.04%-7.0pp | 25.75%-6.7pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,344 | $4,207-68.1% | $3,722-63.9% | $4,837-72.2% |
| Participant deferral / active EE | $5,991 | $5,255+14.0% | $4,653+28.8% | $6,341-5.5% |
| Admin fee / account holder | $57 | $7,970-99.3% | $6,752-99.2% | $12,309-99.5% |